Accounting & Taxes


~Income Tax Assistance & Preparation for Personal & Business/Corporate Returns~

Please schedule an appointment with us and bring the following information with you!

Free Electronic Filing as a courtesy from LFS!

Income Tax Checklist:

  • Valid Driver’s License (ID card)
  • Social Security Card
  • W-2’s / 1099’s
  • Investment Reports
  • Charitable Contributions/Donations Itemization
  • A Voided Check (for direct deposit to an account of your choice)

Please refer to ‘What Do I Bring to My Tax Appointment’ blog post for more information!

“The Lighthouse Financial team advocated on my behalf and negotiated with the IRS to fully compensate my income tax refund along with interest and helped recover my stolen identity throughout this crisis; they truly were my guiding light to financial freedom and success.”  –Michael W.

Personal tax preparation from a certified tax professional removes the frustration that can come from complicated tax laws.